See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $667,567 | $214,378+211.4% | $200,582+232.8% | $142,382+368.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.04% | 46.41%-36.4pp | 42.33%-32.3pp | 217.08%-207.0pp |
| Employer contribution / active EE | $6,120 | $6,841-10.5% | $6,419-4.7% | $4,299+42.4% |
| Participant deferral / active EE | $22,400 | $9,865+127.1% | $9,331+140.1% | $6,507+244.2% |
| Admin fee / account holder | $11,348 | $17,692-35.9% | $16,305-30.4% | $12,624-10.1% |